$642 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 30 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GWR | Buy | GENESEE & WYO INCcl a | $51,810,000 | +1.1% | 576,184 | +7.2% | 7.74% | -2.9% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPcl a | $35,123,000 | +212.7% | 453,732 | +186.7% | 5.25% | +200.2% |
| CMPR | New | CIMPRESS N V | $34,070,000 | – | 455,243 | +100.0% | 5.09% | – |
| URI | Buy | UNITED RENTALS INC | $32,212,000 | +22.1% | 315,770 | +33.0% | 4.82% | +17.2% |
| QCOM | Buy | QUALCOMM INC | $32,060,000 | +3.2% | 431,326 | +3.8% | 4.79% | -0.9% |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC | $27,895,000 | +191.0% | 568,479 | +140.7% | 4.17% | +179.2% |
| NSR | Buy | NEUSTAR INCcl a | $24,334,000 | +25.7% | 875,306 | +12.3% | 3.64% | +20.7% |
| COMM | Buy | COMMSCOPE HLDG CO INC | $23,480,000 | +32.7% | 1,028,468 | +39.0% | 3.51% | +27.4% |
| CACC | Buy | CREDIT ACCEP CORP MICH | $22,916,000 | +12.8% | 167,992 | +4.3% | 3.42% | +8.3% |
| TRW | Buy | TRW AUTOMOTIVE HLDGS CORP | $22,473,000 | +4.7% | 218,499 | +3.0% | 3.36% | +0.5% |
| WRLD | Buy | WORLD ACCEP CORP DEL | $22,410,000 | +31.0% | 282,068 | +11.3% | 3.35% | +25.8% |
| FLR | New | FLUOR CORP NEW | $16,842,000 | – | 277,780 | +100.0% | 2.52% | – |
| SEIC | Buy | SEI INVESTMENTS CO | $10,078,000 | +26.9% | 251,710 | +14.6% | 1.51% | +21.8% |
| GM | Buy | GENERAL MTRS CO | $9,771,000 | +12.6% | 279,904 | +3.0% | 1.46% | +8.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Credit Acceptance Ord Shs | 42 | Q3 2023 | 11.9% |
| Zebra Technologies Ord Shs Class A | 38 | Q3 2023 | 14.9% |
| SEI INVTS CO | 37 | Q2 2022 | 4.0% |
| PAYPAL HLDGS INC | 33 | Q3 2023 | 11.8% |
| ETSY INC | 30 | Q3 2023 | 16.3% |
| DISCOVERY INC | 30 | Q3 2020 | 4.7% |
| GAMING & LEISURE PPTYS INC | 29 | Q4 2020 | 6.4% |
| WAYFAIR INC | 28 | Q3 2023 | 9.8% |
| Aircastle Ord Shs | 27 | Q4 2019 | 8.7% |
| CARVANA CO | 26 | Q3 2023 | 23.4% |
View GOODNOW INVESTMENT GROUP, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CARVANA CO. | February 14, 2019 | 1,906,015 | 4.9% |
| STRAYER EDUCATION INC | February 09, 2017 | 440,337 | 4.0% |
| WORLD ACCEPTANCE CORP | February 09, 2017 | 89,444 | 1.0% |
| MFRI INCSold out | February 04, 2010 | 0 | 0.0% |
View GOODNOW INVESTMENT GROUP, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View GOODNOW INVESTMENT GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.